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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,590 | $69,118-50.0% | $53,647-35.5% | $138,895-75.1% |
| Participation rate | 11.1% | 64.0%-52.9pp | 56.3%-45.2pp | 79.9%-68.8pp |
| Annual return | -34.75% | 248.26%-283.0pp | 358.33%-393.1pp | 145.39%-180.1pp |
| Employer contribution / active EE | $175 | $1,189-85.3% | $962-81.8% | $4,194-95.8% |
| Participant deferral / active EE | $1,156 | $2,274-49.2% | $1,813-36.3% | $6,396-81.9% |
| Admin fee / account holder | $18,740 | $2,724+588.0% | $2,460+661.8% | $12,562+49.2% |